Overview

Euler's HubSpot integration allows customers to seamlessly read and write data between HubSpot and Euler. This integration supports the Company, Contact, and Deal objects, as well as custom objects if a customer uses a dedicated object for partners.

Unlike other CRMs like Salesforce, HubSpot does not support lookup fields on objects. Instead, relationships between objects are managed through HubSpot’s built-in related objects, which appear in the right-hand panel of the HubSpot UI. Euler's standard HubSpot integration strictly uses these related objects and does not rely on arbitrary text fields or dropdowns to associate records. If a customer has a unique setup using dropdowns or custom fields for associations, custom work may be required outside of the standard integration.

Objects and Data Flow

Euler interacts with the following objects in HubSpot:

Company (or Custom Partner Object)

If using the standard Company object for partners, Euler extracts the Company Name field.
If using a custom object for partners, Euler will extract the equivalent partner name field from that object.

Contact Object

For all contacts related to a company (or custom partner object), Euler retrieves:

First Name
Last Name
Email Address
Title
Created Date
Last Modified Date

Deal Object

Euler retrieves the following fields from the Deal object:

Amount
Pipeline
Deal Stage
Created Date
Closed Lost Reason
Closed Won Reason
HubSpot Forecast Amount
Deal Name
Closed Date
Billing ID (if available)
Billing Source (if available)

Writing Data to HubSpot

Euler Forms allow customers to write data back to HubSpot, specifying which object and which fields should be updated.

Since HubSpot relationships are managed via related objects and not lookup fields, Euler does not attempt to establish relationships using text fields or dropdowns. Instead, Euler writes data to the appropriate related object in HubSpot’s structure.

Configuration and Setup

Enable the HubSpot Integration – Customers can connect their HubSpot account via OAuth in Euler.
Map Fields – Customers define which fields Euler should read and where data should be written when using Euler Forms.
Data Sync – Euler syncs data based on the selected mappings, ensuring accuracy within HubSpot’s native structure.

Frequently Asked Questions

Can Euler support custom ways of associating objects, such as using dropdowns for partner selection?

Yes, but this is not part of the **standard** integration. If a customer uses picklists or dropdowns to associate records instead of related objects, additional configuration and customization are required.